AF
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Allworth Financial’s HealthEquity HQY Stock Holding History

Allworth Financial’s Portfolio HQY Stock Details HQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$86.5K Buy
1,035
+329
+47% +$27K ﹤0.01% 1929
2025
Q4 		$64.7K Buy
706
+331
+88% +$31.7K ﹤0.01% 2030
2025
Q3 		$35.5K Sell
375
-372
-50% -$35K ﹤0.01% 2343
2025
Q2 		$78.3K Buy
747
+552
+283% +$52.3K ﹤0.01% 1679
2025
Q1 		$16.7K Buy
195
+33
+20% +$3.38K ﹤0.01% 2179
2024
Q4 		$17.1K Buy
162
+57
+54% +$5.31K ﹤0.01% 2190
2024
Q3 		$8.6K Sell
105
-12
-10% -$926 ﹤0.01% 2334
2024
Q2 		$8.59K Buy
117
+48
+70% +$3.88K ﹤0.01% 2284
2024
Q1 		$5.63K Buy
69
+22
+47% +$1.72K ﹤0.01% 2361
2023
Q4 		$3.12K Buy
47
+13
+38% +$901 ﹤0.01% 2474
2023
Q3 		$2.48K Buy
34
+13
+62% +$878 ﹤0.01% 2437
2023
Q2 		$1.33K Sell
21
-17
-45% -$986 ﹤0.01% 2642
2023
Q1 		$2.23K Buy
38
+3
+9% +$182 ﹤0.01% 2365
2022
Q4 		$2.16K Buy
35
+3
+9% +$202 ﹤0.01% 2218
2022
Q3 		$2K Buy
32
+28
+700% +$1.77K ﹤0.01% 2154
2022
Q2 		$0 Hold
4
– – ﹤0.01% 2570
2022
Q1 		$0 Buy
+4
New +$216 ﹤0.01% 2227
2021
Q1 		– Sell
-22
Closed -$2K – 1548
2020
Q4 		$2K Buy
+22
New +$1.37K ﹤0.01% 1160
2019
Q4 		– Sell
-500
Closed -$29K – 1076
2019
Q3 		$29K Hold
500
– – ﹤0.01% 399
2019
Q2 		$33K Hold
500
– – ﹤0.01% 383
2019
Q1 		$37K Hold
500
– – ﹤0.01% 359
2018
Q4 		$30K Sell
500
-500
-50% -$40.3K ﹤0.01% 351
2018
Q3 		$94K Hold
1,000
– – ﹤0.01% 219
2018
Q2 		$75K Hold
1,000
– – ﹤0.01% 230
2018
Q1 		$61K Hold
1,000
– – ﹤0.01% 227
2017
Q4 		$47K Hold
1,000
– – ﹤0.01% 256
2017
Q3 		$51K Hold
1,000
– – ﹤0.01% 239
2017
Q2 		$50K Hold
1,000
– – ﹤0.01% 251
2017
Q1 		$42K Buy
+1,000
New +$44.3K ﹤0.01% 250

Other funds holding HQY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Allworth Financial's HQY Position: Q1 2026 in Review

Allworth Financial increased its HealthEquity (HQY) stake by 47% in Q1 2026, buying an estimated $27K and bringing the position to 1,035 shares worth $86.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1929.

Allworth Financial first reported a position in HQY in Q1 2017 and has held it in 29 quarters since. The position peaked at $94K in Q3 2018. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • Allworth Financial held 1,035 shares of HealthEquity worth $86.5K as of Q1 2026.
  • Allworth Financial bought 329 HealthEquity shares in Q1 2026, an estimated $27K.
  • HealthEquity made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #1929 holding.
  • Allworth Financial first reported a position in HealthEquity in Q1 2017 and has held it in 29 quarters since.
  • Allworth Financial's HealthEquity position peaked at $94K in Q3 2018.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.